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HomeStreet Bank Jobs

- 268 Jobs
  • Senior Insurance Administrator, Commercial Real Estate (Hybrid - Downtown Seattle, WA)

    Homestreet, Inc. 4.9company rating

    Homestreet, Inc. Job In Seattle, WA

    Salary Range: $98,200.00 - $161,900.00 (Depending on knowledge, skills, abilities and location. Certain level jobs may be eligible for bonus, commission, and/or equity awards.) This job will be open and accepting applications for a minimum of three days from the date it was posted. Benefits* worth writing home about: * Medical, dental, and vision coverage for employees and their families * Life, disability and family Leave * 401(k) and Roth 401(k) with employer match * Wellness program, employee assistance program, "Commute Trip Reduction" (CTR) and various employee discounts * Generous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service work * Free employee checking account and employee home loan discounts * For eligible employees averaging 20 or more hours per week. EO/AA Employer including Vets and Disabled. Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy. California applicants may click this link Fair Chance Ordinance for Los Angeles County to see additional information. Job Description Summary: Role is responsible to administer CRE's Insurance Policy and Procedures related to the servicing of HSB's $3.6B portfolio of 900+/- Commercial Real Estate loans. Loan portfolio includes direct and brokerage originated loans, loans held for sale, loans serviced for HSB balance sheet and loans serviced for third party investors, including Fannie Mae Multifamily. Position directly and frequently interacts with a wide range of parties, including income property borrowers, insurance and title companies, investors, auditors, other lenders and multiple vendors. Position supports CRE Origination and Asset Management areas, including providing training in insurance industry related topics. Job Details: Primary Functions: * Periodically review and revise CRE Insurance Requirements for all CRE offered loan programs. * Monitor and remain current on regulatory and investor insurance requirements, including but not limited to Fannie Mae Multifamily insurance guidelines, Special Flood Hazard Area designations, National Flood Insurance Programs, and lender forced placed insurance (FPI) programs. * Develop and implement training program for CRE Loan Servicers, Asset Managers, Underwriters and Closers regarding insurance related materials. * Oversee third party consultants engaged to review insurance policies at loan origination for compliance at closing, policy change and renewal, including reporting, quality controls, vendor compliance and periodic audit in accordance with HSB vendor management protocols. * Manage HSB contracts with flood zone certification vendors, including period review, quality controls and audit as needed. * Directly manage loan specific insurance related issues, including coverage exceptions, waivers, flood zone discrepancies, and FPI coverage matters. * Develop and maintain written procedures for the effective tracking of insurance related data, including policy coverages, exceptions, renewals and expiration dates. * Develop and maintain written procedures regarding the insurance escrow analysis process, including establishing periodic changes to annual insurance premium escalation amounts as appropriate. * Work closely with CRE Loan Servicers, Closers and Underwriters to ensure Insurance standards are maintained, including periodic audit of files. * Assist Asset Managers in insurance claim related activities as needed. * Perform other related duties as assigned or requested. Qualifications: * High school graduate or equivalent. BA or BS preferred, with emphasis on risk management, commercial insurance underwriting or account management. * Minimum of 10 years' experience in commercial real estate lending/servicing and/or commercial property and casualty insurance * Strong understanding of lender insurance requirements for all commercial property types. * Demonstrate strong PC skills and experience with Microsoft Office, Outlook and Adobe applications. * Ability to read and interpret commercial loan documents. * Excellent verbal and written communication skills, including the ability to effectively manage customer phone/email inquiries, including compose professional correspondence. * Possess good judgment, professional image, and the ability to accept responsibility and handle confidential information. * Demonstrate strong attention to detail and high degree of accuracy. * Demonstrate ability to work cooperatively with multiple team members and variable project deadlines. * Ability to maintain regular and punctual attendance during business hours and work overtime as needed. Preferred Skills: * Prior experience with networked loan servicing platforms, Precision LM, FIS, or Backshop preferred. * Prior commercial insurance underwriting experience. * Prior experience with developing procedures and conducting training. * Prior experience with audits for insurance compliance. * Advanced Microsoft Excel experience. * Prior experience with electronic document imaging platforms. Mental and Physical Considerations: * Able to operate a Personal Computer and view information on a monitor. * Must be able to sit for many hours each day. * Must be able to communicate via telephone and possess dexterity to include filing document, reaching and bending. * May be required to stand for extended periods of time. * Ability to lift or carry up to 10 pounds * Ability to speak and understand English and express ideas and have difficult conversation in person and over the telephone * Ability to listen and comprehend speech. * Ability to problem solve, make decisions, interpret data and information, read, write and organize information in an orderly manner. * Willing and able to travel occasionally as needed. Work Environment: * Remote or Normal business office environment. * Ability to work in artificial light for extended periods of time Area: Administrative and Business Operations (Sales)
    $98.2k-161.9k yearly 60d+ ago
  • Mailroom Assistant II, Consolidated Deposit Operations (Federal Way, WA)

    Homestreet, Inc. 4.9company rating

    Homestreet, Inc. Job In Federal Way, WA

    Salary Range: $20.14 - $28.17 (Depending on knowledge, skills, abilities and location. Certain level jobs may be eligible for bonus, commission, and/or equity awards.) This job will be open and accepting applications for a minimum of three days from the date it was posted. Benefits* worth writing home about: * Medical, dental, and vision coverage for employees and their families * Life, disability and family Leave * 401(k) and Roth 401(k) with employer match * Wellness program, employee assistance program, "Commute Trip Reduction" (CTR) and various employee discounts * Generous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service work * Free employee checking account and employee home loan discounts * For eligible employees averaging 20 or more hours per week. EO/AA Employer including Vets and Disabled. Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy. California applicants may click this link Fair Chance Ordinance for Los Angeles County to see additional information. Job Description Summary: Assist Corporate Facilities team in carrying out the daily operations to maintain facilities and mail service for the corporate headquarters and branch locations of HomeStreet Bank. This position will spend approximately 65% on mailroom activities, and 35% on Corporate Facilities support and projects. Job Details: RESPONSIBILITIES: Administrative Responsibilities * Responsible for ordering of paper products for Home Office copy rooms * Review and process invoices for payment; ensuring accuracy and that cost distribution is fair and equitable. * Assist with placing service requests for facilities related repairs and maintenance for the Home Office * Assist in fielding incoming calls from employees and vendors on the Corporate Facilities help line * Assist with the ordering of office supplies for Home Office and branches * Assist with documenting procedures and maintaining vendor databases * Variety of assignments related to procurement and facilities maintenance Mailroom Responsibilities * Assist with receiving the courier bags from all branches each morning and efficiently sorting and distributing the contents of each bag * Assist with morning mail sort of incoming mail and outgoing mail along with courier packages * Deliver mail to Home Office departments twice daily * Receive and log deliveries, including timely notification to designated recipients * Prepare branch mail bags for pick up by contract courier at end of day * Process FedEx, UPS, and other courier packages for shipment * Assist various departments with bulk mailings * Assist with posting and processing of outgoing mail * Assist customers and employees with mail inquiries and package tracking Two Union Square Card Access System * Perform lead function in maintaining and monitoring access card system * Provide new employees with access cards and ensure access cards are returned for all employees leaving the employ of HomeStreet Bank * Coordinate building access levels with Two Union Square Tenant Services * Place service calls with security system vendor for maintenance and repair of the card access system * Annually produce and provide home office managers with reports indicating the number of staff they have with access cards and the corresponding level of access. * Generate miscellaneous access reports as requested. REQUIREMENTS: * 1 year related experience required * High School diploma or equivalent required. * Strong computer skills, with proficiency in use of Microsoft Office products and Email. * Good communication skills - phone, written and personal contact - with patience and tolerance in dealing with others. Strong emphasis on excellent customer service. * Ability to work within deadlines and under pressure. * Strong initiative, multi-tasking abilities, customer service skills and problem-solving skills. * Ability to be adaptable and flexible; desire to work cooperatively with others as a team and with people of diverse backgrounds. * Maintain effective communication and working relationships with co-workers and managers. * Regular and punctual attendance is essential. * Willingness to assume additional responsibilities, duties, or projects as they arise. * Ability to maintain a professional appearance at all times. * Ability to regularly lift 20-50 lbs. This Position Description may not be limited to the Functions and Requirements as outlined, now or in the future. For example, changes in corporate needs, position demands, or individual performance may result in changes to the Functions or Requirements of this position. Area: Shipping and Delivery (Corporate)
    $20.1-28.2 hourly 24d ago
  • Branch Operations Coordinator Rainer Avenue

    Wells Fargo Bank 4.6company rating

    Seattle, WA Job

    Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S. About this role: Wells Fargo is seeking a Branch Operations Coordinator for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com . In this role you will: Support customer experience by accurately processing and approving teller transactions, sharing digital solutions, and making appropriate introductions to bankers Complete operational activities while minimizing risks under established policies Perform routine to moderately complex transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization Support the Branch manager in operational tasks and scheduling Resolve issues related to daily operations of the teller line, under direction of regional banking management Support customers and employees in resolving or escalating concerns or complaints Receive guidance from managers and exercise judgment within defined policies and procedures Provide excellent service to customers and individuals by demonstrating care, building relationships, and completing requested transactions Identify information and services to meet customers financial needs Motivate a diverse team to achieve full potential and meet established business objectives Required Qualifications: 2+ years of customer service and issue resolution experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Ability to provide strong customer service while listening, eliciting information and comprehending customer issues Ability to educate and connect customers to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and employees Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Cash handling experience Well-organized, independent and able to prioritize in a fast-paced environment Ability to exercise judgment, raise questions to management, and adhere to policy guidelines Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting Knowledge and understanding of retail compliance controls, risk management, and loss prevention Motivate others to achieve full potential and meet established business objectives Job Expectations: Ability to work a schedule that may include most Saturdays This position is not eligible for Visa sponsorship Posting Location: 3100 Rainier Ave S Seattle, WA 98144 @RWF22 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $22.00 - $30.19 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: * Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $33k-40k yearly est. 60d+ ago
  • Branch Manager Downtown Marysville

    Wells Fargo Bank 4.6company rating

    Marysville, WA Job

    Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S. About this role: Wells Fargo is seeking a Branch Manager (SAFE) for National Branch Network as part of the Consumer, Small and Business Banking division. Branch Managers are responsible for leading, managing and developing a diverse team of direct and indirect reports, creating a culture that fosters engagement and generates commitment and accountability to business outcomes. Successful Branch Managers are able to lead a highly defined customer engagement process, coaching to specific behaviors that lead to an enhanced customer experience and drive growth in the business, while also leading accountability for operational excellence. This involves executing policies and procedures in alignment with applicable regulations, as well as audit and escalation procedures, and managing the allocation of people and financial resources for the branch. In this role you will: Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially Resolve low to moderately complex issues regarding the customer and employee experience, risk, and growth of the team and the business to meet Branch Network business objectives Identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience Lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience Mentor and guide talent development of direct reports and assist in hiring talent This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 4+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 2+ years of leadership experience Desired Qualifications: Management experience including hiring, coaching, and developing direct reports Ability to build and inspire a team where adaptability, collaboration, and accountability to performance are critical to success Ability to analyze performance, understand strengths and opportunities, and execute a plan that empowers employees to achieve business objectives Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment Experience and knowledge in coaching across customer segments, including affluent, high net worth, and small business Experience building and maintaining effective relationships with customers, internal partners and within the community Extensive experience in asking questions and identifying complex financial needs in order to provide relevant options to customers Ability to lead a team to influence, educate, and connect customers to technology and share the value of digital banking Knowledge and understanding of banking industry laws and regulations, compliance controls, risk management and loss prevention Ability to interact with integrity and professionalism with customers and employees Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, or military experience working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Job Expectations: Ability to work a schedule that may include most Saturdays This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************ ) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $60,800.00 - $108,200.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 13 Sep 2024 * Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $60.8k-108.2k yearly 60d+ ago
  • Personal Banker Sequim

    Wells Fargo Bank 4.6company rating

    Sequim, WA Job

    Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S. About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 501 W Washington Street, Sequim, WA 98382 @RWF22 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $18.00 - $25.14 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: * Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $27k-32k yearly est. 60d+ ago
  • Operations Processor

    Wells Fargo 4.6company rating

    Tukwila, WA Job

    About this role: Wells Fargo is seeking an Operations Processor for our Cash Vault as part of Consumer and Small Business Banking Operations. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: * Perform moderately complex operations duties in support of either a service center or department environment * Require considerable knowledge of company personnel policies and practices * Collect data and prepare related operational reports * Prepare input forms for automated data processing system * Utilize the company's internal operations to perform duties * Coordinate projects * Furnish information to authorized persons * Provide guidance to all levels of employees regarding personnel policies and procedures requiring some policy interpretation Required Qualifications, US: * 2+ years of operations support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * 1+ year Cash vault or cash handling experience * 10-key numerical data entry experience * Attention to detail and accuracy skill * Solid problem-solving skills * Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment * Good communication skills * Ability to achieve high production and quality standards * Ability to work effectively, as well as independently, in a team environment Job Expectations: * Training: 90 days (on the job) * Schedule: Mon-Fri 8am to 4:30pm or until work is completed (Schedule will be Flexible based on hours of operations for the business) * Ability to work additional hours as needed * Ability to stand for 6 to 8 hours of work or more * Ability to lift up to 50+ pounds/vault-pulling and lifting * This position is not eligible for Visa sponsorship Posting Location: * 6815 S 180th St TUKWILA, WA 98188 (Selected candidate must reside within a commutable distance to this location) Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $20.00 - $25.14 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 17 Feb 2025 * Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $36k-42k yearly est. 3d ago
  • Merrill Market Client Relationship Manager

    Bank of America 4.7company rating

    Washington Job

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit Oversees the client service experience and reviews the approval of new client accounts Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Managing the branch's Wealth Management Client Associates and Service Support Staff Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge Coaching teams to deliver a modern, digital first service model focusing on client satisfaction Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted Minimum of 5+ years professional experience Key Qualifications for the role: Current or previous Merrill Wealth Management experience strongly preferred Self-motivated and client centric Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) Prior trend analysis experience Strong customer service and communication skills Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: Bachelor's degree or equivalent work experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: Compensation Analysis Performance Management Process Performance Management Referral Management Workforce Planning Due Diligence Internal Audit Review Leadership Development Recruiting Risk Management Client Management Customer Service Management Employee Counseling Succession Planning Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842) Pay and benefits information Pay range$110,000.00 - $155,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $110k-155k yearly 16d ago
  • Teller Part Time Centralia

    Wells Fargo Bank 4.6company rating

    Centralia, WA Job

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces “to grow your career” in the U.S. About this role: Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role you will: Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers Complete operational activities while minimizing risks under established policies Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization Receive direction from managers and exercises judgment within defined policies and procedures Escalate questions and issues to more experienced roles Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions Identify information and services to meet customers financial needs Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Ability to educate and connect customers to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and team members Experience working with others on a team to meet customer needs Cash handling experience Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Well-organized, independent and able to prioritize in a fast-paced environment Ability to exercise judgment, raise questions to management, and adhere to policy guidelines Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Job Expectations: Ability to work a schedule that may include most Saturdays This position is not eligible for Visa sponsorship Posting Location(s): 1010 Sleater Kinney Rd SE LACEY, WA 98503 @RWF22 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $18.00 - $22.84 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 8 Feb 2025 * Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $34k-37k yearly est. 12d ago
  • Senior Manual Ethical Hacker

    Bank of America 4.7company rating

    Seattle, WA Job

    Denver, Colorado;Seattle, Washington; Addison, Texas; Richmond, Virginia; Jacksonville, Florida; Jersey City, New Jersey; Boston, Massachusetts; Charlotte, North Carolina; Chicago, Illinois **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! **Job Description:** Manual Ethical Hacking is part of the Application Development Security Framework Program within Bank of America's Cyber Security Assurance Offensive Security group. The program provides services to assess the security resilience of the bank's applications to malicious hacking activity. This senior technical role is responsible performing and leading ethical hacking assessments of the bank's technologies, applications, and cyber security controls while adapting testing methods to evolving and emerging threats. Key responsibilities include leading and performing research, understanding the bank's security policies, working with appropriate partners to complete assessments and simulations, identifying misconfigurations and vulnerabilities, and reporting on associated risk. These individuals partner closely with security partners, CIO clients and multiples lines of business. These individuals are expected to perform application security-oriented dynamic and static assessments across a multitude of technologies including web UI, web APIs, mobile and cloud, including associated source code. Key Responsibilities in order of importance: + Perform assigned analysis of internal and external threats on information systems and predict future threat behavior. + Incorporate threat actors' tactics, techniques, and procedures into offensive security testing to identify high-value vulnerabilities/chained attacks. + Developing Proof-of-concepts for exploitation. + Perform assessments of the security, effectiveness, and practicality of multiple technology systems. + Leverage innovative thinking to help solve problems or introduce new ideas to processes or products applicable to offensive security. + Prepare and present detailed technical information for various media including documents, reports, and notifications. + Provide clear and practical advice regarding managing risks. + Learn and develop advanced technical and leadership skills, mentor Junior and Intermediate assessors in technical tradecraft and soft skills. + Respond to security incidents and provide technical assistance to leadership across the Information Security organization. Required Skills: + Minimum of 5+ years of professional pentesting, application security or ethical hacking experience, preferably in a large, complex, enterprise environment + Detailed technical knowledge in at least 5 of the following areas: + security engineering + application architecture + authentication and security protocols + application session management + applied cryptography + common communication protocols + mobile frameworks + single sign-on technologies + exploit automation platforms + Web APIs + Cloud environments + LLM security + Able to manually identify and reproduce findings, discuss remediation concepts, develop PoCs for vulnerabilities, use scripting/coding techniques, proficiently execute common penetration testing tools, triage, and support incidents, and produce high value findings + Experience performing manual web application assessments i.e., must be able to simulate a OWASP Top 10 vulnerabilities without the use of tools + Experience performing manual code reviews for security relevant issues + Experience working with DAST and SAST tools to identify vulnerabilities + Knowledge of network and Web related protocols/technologies (e.g., UNIX/LINUX, TCP/IP, Cookies) + Experience with vulnerability assessment tools and penetration testing techniques. + Solid programming/debugging skills, development frameworks, CVE and CWE research/reproduction + Threat Analysis, threat modelling and SBOM analysis + Innovative thinking, threat actor simulation + Technology Systems Assessment + Technical Documentation + Advisory Desired: + CEH, OSCP/OSCE/OSWE/GXPN/GPEN/GWAPT/GMOB/All Practitioner Certs [Port Swigger BSP Academy]/Cloud Cert(s)/ eWPT; eWPTX; eMAPT [INE Pentester Academy] + Strong programming/scripting skills This job will be open and accepting applications for a minimum of seven days from the date it was posted. **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "Know your Rights" poster, CLICK HERE (******************** . View the LA County Fair Chance Ordinance (************************************************************************************************** . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE . This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $106k-143k yearly est. 60d+ ago
  • Senior Operations Processor - Lockbox

    Wells Fargo 4.6company rating

    Tukwila, WA Job

    **About this role:** Wells Fargo is seeking a Senior Operations Processor who will provide team support in the Lockbox Business Operations as part of Payment Operations. Learn more about the career areas and lines of business at wellsfargojobs.com (********************************************* . As a Work Director, you will oversee the daily activities for a functional area within Lockbox Operations. You will coordinate, prioritize, and distribute daily work; monitor work in progress, adjustment staff resources as needed; coordinate training; and assist in scheduling staff to meet production deadlines. Provide production and performance feedback to site leadership. Other duties may include opening, receiving, logging, batching, scanning, preparing, and distributing incoming and/or outgoing mail, as well as data entry and routine math calculations. The successful Work Director will demonstrate strong attention to detail, organizational skills, ability to follow procedures, and basic computer knowledge. They have the desire and motivation to constantly improve their ability to perform each function quickly and accurately. The working environment is fun with a casual dress code in a highly secure facility. **In this role, you will:** + Support Operations in completing larger and more complex business, operational, and customer support initiatives and overall effectiveness of team performance + Use technical expertise in the designated area and resolve escalated issues + Provide feedback and present ideas for improving or implementing processes and customer support + Perform complex operational and customer support initiatives within Operations functional area + Assist staff, managers, and colleagues and provide guidance and interpretation of policies and procedures + Apply technical knowledge and expertise to perform work and action requests + Provide subject matter expertise and interpretation of procedures to staff + Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals + Interact with internal customers + Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements **Required Qualifications:** + 4+ years of Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Lockbox or high-volume processing experience in a fast-paced, deadline-driven production environment + Leadership experience, including training and providing performance feedback to staff/managers + Ability to coordinate multiple tasks and distribute complex work + Effective organizational, multi-tasking, and prioritization skillset + Quality Review skills + Excellent verbal, written, and interpersonal communication skills + Basic Microsoft Office skills + Adaptability and flexible under often challenging and stressful situations + Ability to oversee multiple tasks and workflows simultaneously **Job Expectations:** + Ability to work holidays and overtime + Ability to provide flexible scheduling + Ability to lift 15+ pounds + Ability to stand/walk for long periods of time **Hours and Location:** + This position schedule is variable - Schedule Thursday - Monday 9:00AM - 5:30PM, Sat/Sun 9:00AM - 6:00PM or until work is complete. Tues/Wed off. This is an open-ended schedule with the start time and end time determined by workflow. Required overtime and holidays as needed. Not eligible for remote work + Schedule may be subject to change; based on operational need and changing work requirements + This role is located at 18035 Sperry Dr Tukwila, WA 98188 **Salary:** **-** DOE **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $20.29 - $30.48 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 24 Feb 2025 ***** **_Job posting may come down early due to volume of applicants._** **We Value Diversity** At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-432085
    $48k-60k yearly est. 5d ago
  • Mortgage Retail Sales Coordinator

    Wells Fargo 4.6company rating

    Seattle, WA Job

    About this role: Wells Fargo is seeking a... In this role, you will: * Support the Mortgage Retail Sales team with administrative, marketing, and sales tasks * Build or maintain relationships with current and prospective customers * Perform administrative, transactional, operational, or customer support tasks related to mortgage sales * Receive direction from consultants or managers related to Mortgage Retail Sales functional area * Build relationships with current and prospective customers * Interact with customers and individuals within the Mortgage Retail Sales functional area on a wide range of information related to mortgage sales, selling process, etc. * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Excellent verbal, written, and interpersonal communication skills * Mortgage industry experience * Customer service experience * A BS/BA degree or higher * 6+ months of experience navigating multiple computer systems, applications and utilizing search tools to find information * Knowledge and understanding of business development and marketing Job Expectations: * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $22.00 - $30.19 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 17 Feb 2025 * Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $35k-41k yearly est. 2d ago
  • Commercial Deposit Support Specialist, Consolidated Deposit Operations (Hybrid - Federal Way, WA)

    Homestreet, Inc. 4.9company rating

    Homestreet, Inc. Job In Federal Way, WA

    Salary Range: $25.05 - $40.10 (Depending on knowledge, skills, abilities and location. Certain level jobs may be eligible for bonus, commission, and/or equity awards.) This job will be open and accepting applications for a minimum of three days from the date it was posted. Benefits* worth writing home about: * Medical, dental, and vision coverage for employees and their families * Life, disability and family Leave * 401(k) and Roth 401(k) with employer match * Wellness program, employee assistance program, "Commute Trip Reduction" (CTR) and various employee discounts * Generous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service work * Free employee checking account and employee home loan discounts * For eligible employees averaging 20 or more hours per week. EO/AA Employer including Vets and Disabled. Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy. California applicants may click this link Fair Chance Ordinance for Los Angeles County to see additional information. Job Description Summary: The Commercial Deposit Support Specialist will be responsible for delivering a high level of customer service to Commercial Banking clients across multiple business lines. The Commercial Deposit Support Specialist is responsible for providing a wide variety of support to Loan Officers and Retail Branch staff related to the service and implementation of all cash management products and services and all business banking products. Provide superior service to clients before, during, and after implementation of cash management and banking products. May act in a leadership role in the absence of the Commercial Deposit Manager. The Commercial Deposit Support Specialist will also participate in projects as required. Job Details: PRIMARY FUNCTIONS: * Opens and maintains deposit accounts (checking/savings/money market/CDs) for all Commercial Banking clients in accordance with regulations (U.S.A. Patriot Act, BSA/AML, etc.) and audit requirements. * Functions as the primary point of contact for all Commercial Banking lines of business at HomeStreet Bank across multiple regions. The Commercial Deposit Support Specialist will escalate issues to other areas of the bank as appropriate. * Functions as the primary point of contact for all Commercial Banking clients regarding incoming and outgoing wire transfer research requests; works directly with vendors and internal departments to resolve any wire transfer or Cash management issues in a timely manner. * Provide technical assistance to new and existing Cash Management clients, including password reset requests, RSA token registration and PIN reset requests, Remote Deposit Capture software downloads, reviewing formatting of NACHA files and Positive Pay check issue files * May review daily overdraft reports, Relationship Managers or clients to determine the cause and discuss funding; communicates results of these discussions to Commercial Banking team members, CDS Manager and Operations Support for additional action, if necessary. * Assists Commercial Banking team members with applications for credit cards; obtains additional information from clients as needed and follows up with the credit card vendor. Communicates the status of applications to Commercial Banking team members in a timely manner. * Manage the client implementation process by preparing contracts and set up documents, scheduling and tracking implementation of new Cash Management service. Communicate the implementation status to Cash Management Sales Officer, clients and/or internal staff as required. * Monitor daily and monthly Cash Management and banking reports to ensure appropriate action is taken * Prepare and complete annual reviews of customer limits * Other duties as assigned. QUALIFICATIONS: * Minimum 5 years' experience in the financial industry and/or related customer service or commercial banking, with knowledge of commercial deposit products and services. * Ability to work independently, set priorities and handle multiple tasks. Must be dependable in completing tasks with strong attention to detail and accuracy. * Must possess excellent judgment, and the ability to accept responsibility and handle confidential information. * Must possess excellent communication skills and customer service skills with a high level of professionalism, whether over the phone, in person, or in writing. * Must be proficient in Word, Excel and PowerPoint programs. * Superior problem solving, researching, and decision-making skills. * Passionate, self-starter, and independent thinker who has the desire to work in a fast-paced organization. * Strong ability, desire and enjoyment in working with others as part of a diverse team as well as independently. Desire to serve and act in the best interest of the client and effectively manage client relationships. MENTAL AND PHYSICAL CONSIDERATIONS: * Able to operate a Personal Computer and view information on a monitor. * Must be able to sit for many hours each day. * Must be able to communicate via telephone and possess dexterity to include filing document, reaching and bending. * May be required to stand for extended periods of time. * Ability to lift or carry up to 10 pounds * Ability to speak and understand English and express ideas and have difficult conversation in person and over the telephone * Ability to listen and comprehend speech. * Ability to problem solve, make decisions, interpret data and information, read, write and organize information in an orderly manner. * Willing and able to travel occasionally as needed. WORK ENVIRONMENT: * Normal business office environment. * Ability to work in artificial light for extended periods of time This Position Description may not be limited to the Functions and Requirements as outlined, now or in the future. For example, changes in corporate needs, position demands, or individual performance may result in changes to the Functions or Requirements of this position. Area: Operations (Sales)
    $25.1-40.1 hourly 6d ago
  • Contact Center Representative, Consolidated Deposit Operations (Hybrid - Federal Way, WA)

    Homestreet, Inc. 4.9company rating

    Homestreet, Inc. Job In Federal Way, WA

    Salary Range: $20.14 - $28.17 (Depending on knowledge, skills, abilities and location. Certain level jobs may be eligible for bonus, commission, and/or equity awards.) This job will be open and accepting applications for a minimum of three days from the date it was posted. Benefits* worth writing home about: * Medical, dental, and vision coverage for employees and their families * Life, disability and family Leave * 401(k) and Roth 401(k) with employer match * Wellness program, employee assistance program, "Commute Trip Reduction" (CTR) and various employee discounts * Generous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service work * Free employee checking account and employee home loan discounts * For eligible employees averaging 20 or more hours per week. EO/AA Employer including Vets and Disabled. Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy. California applicants may click this link Fair Chance Ordinance for Los Angeles County to see additional information. Job Description Summary: The Contact Center Representative (Agent) is responsible for assisting customers with account research, problem solving, online banking access and debit card disputes. Agent ensures timely and accurate resolution which may require collaboration with other departments. Agent communicates the status of the request with the customer if the issue is not resolved at first point of contact. Agent is proficient with technology systems used to enroll and support customers with online banking, bill pay, mobile banking, debit cards, and the VRU. Agent has excellent customer service skills and delivers a superior customer experience resulting in retention of existing customers and development of customer loyalty. Agent responds to customer inquiries through multiple channels including telephone, email, web chat, and digital channels (including online, mobile and IVR). Job Details: PRIMARY FUNCTIONS: * Respond to customer inquiries via telephone, email, web chat, or digital channels on banking products, services, and rates while providing friendly, accurate, and speedy service. * Resolve customer issues timely and thoroughly, seeking to exceed customer expectation on every interaction. Minimize customer transfers and hold times. * Respond to online banking, mobile banking, and bill payment inquiries; troubleshoot connectivity issues for online banking and bill payment; resolve User ID and password access issues; resolve bill payment issues within service level agreement standards. * Prepare and process requests for withdrawals, transfers, duplicate statements, stop payments, service charge refunds, change of address, deposit research, debit card orders, cancel and reactivation of debit cards, and other transaction requests. * Act in a mentor capacity for newly hired representatives. * Maintain required performance standards in quality, occupancy, attendance, and adherence. * Ensure the security of customer information and assist with minimizing bank losses by performing customer verification on each interaction. * Accurately track the call reason for training, forecasting, and trending purposes. * Manage and utilize time efficiently to ensure service quality, customer satisfaction, and the achievement of key performance indicator goals for the Contact Center. * Look for opportunities to introduce products and services that match customers' needs. * Answer internal and external customer telephone inquiries by using proper telephone guideline, account verification techniques, utilizing multiple banking systems to access customer account information and following through to a satisfactory resolution on inquiries, requests, or complaints promptly. * Maintain knowledge on banking products and complies with regulations that include but are not limited to overdraft protection, Regulation E, Regulation D, Bank Secrecy Act (BSA), Regulation CC, Privacy Gramm-Leach-Bliley Act (GLBA), and Non-Public Personal Information (NPPI), Right to Financial Privacy Act (RFPA), identity theft, red flags, Unfair Deceptive or Abusive Acts or Practices (UDAAP), financial elder abuse and OFAC. * Assist clients with the completion of debit card disputes, ACH disputes, or check fraud affidavits. * Assist in the completion of new account or loan applications. * Other duties as assigned. QUALIFICATIONS: * High school diploma (or equivalent) required. * 6 months customer service experience. * Exceptional verbal and written communication skills, customer service skills, and the ability to analyze, organize, and present information. * Strong interpersonal skills to fully identify the need and resolve while minimizing client effort. * Ability to work both independently and as part of a team. * Basic computer navigation and keyboarding skills, including the ability to multi-task and navigate between multiple systems. * Unquestionable integrity and demonstrated ability to maintain confidentiality in handling sensitive and private information in all aspects of the job. * Excellent organizational skills, attention to detail and ability to prioritize and follow-up in a timely manner. * Ability and willingness to work a flexible schedule/overtime, as needed. * Ability to adapt to change and work in a fast-paced environment. * Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. PHYSICAL CONSIDERATIONS: * Sit, Stand, Walk: While performing the duties of the job, the person in this position is regularly required to sit, stand, walk, and move about inside the office to access file cabinets, office equipment, and interact with staff. * Use of Hands/Fingers: To operate a computer, keyboard, mouse and other office productivity machinery such as but not limited to: a calculator, copy machine, and printer. The person in this position is frequently required to sit and reach with hands and arms. * Speech/Hearing: The person in this position frequently communicates via phone and in person. Must be able to talk to/hear employees. * Lifting/Pulling/Carrying: The person in this position must occasionally list/move up to 30 lbs. * Bending/Kneeling: The person in this position occasionally moves to retrieve items for use in daily work activities. WORK ENVIRONMENT: * Cubicle This Position Description may not be limited to the Functions and Requirements as outlined, now or in the future. For example, changes in corporate needs, position demands, or individual performance may result in changes to the Functions or Requirements of this position. Area: Customer Service (Sales)
    $20.1-28.2 hourly 32d ago
  • Portfolio Management Underwriter III, Commercial Banking (Hybrid, Tacoma, WA)

    Homestreet, Inc. 4.9company rating

    Homestreet, Inc. Job In Tacoma, WA

    Salary Range: $98,200.00 - $161,900.00 (Depending on knowledge, skills, abilities and location. Certain level jobs may be eligible for bonus, commission, and/or equity awards.) This job will be open and accepting applications for a minimum of three days from the date it was posted. Benefits* worth writing home about: * Medical, dental, and vision coverage for employees and their families * Life, disability and family Leave * 401(k) and Roth 401(k) with employer match * Wellness program, employee assistance program, "Commute Trip Reduction" (CTR) and various employee discounts * Generous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service work * Free employee checking account and employee home loan discounts * For eligible employees averaging 20 or more hours per week. EO/AA Employer including Vets and Disabled. Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy. California applicants may click this link Fair Chance Ordinance for Los Angeles County to see additional information. Job Description Summary: Responsible for underwriting and analyzing new and renewed lines of credit and loans of various types and complexities in accordance with Bank and Department policies and procedures. Credit requests may include syndicated and participated loans, real estate, Small Business Administration loans, nonprofit and tax exempt facilities. Active involvement in concept memo review process to assess early viability of requests. Assist in oversight of portfolio credit quality including risk assessment and overall portfolio maintenance. Job Details: PRIMARY FUNCTIONS: * Primary responsibility for underwriting and managing the team's most complex credits and increase requests * Assist with coordination and completion of renewals for team's credits * Provide feedback for concept memo meetings as appropriate * Write up preflights in coordination with Relationship Managers * Draft prospect/borrower information requests with Relationship Managers * Assist with ordering 3rd party reports, as necessary (third party reports to include credit reports, background searches and flood determinations, preliminary title, environmental, appraisals, collateral exams, UCC searches and flood termination/notification) * Review third party reports, as necessary * Draft new and renewal credit requests, in coordination with Relationship Manager or Portfolio Manager * Assists Portfolio Manager Underwriter with deal structures, as necessary * Draft CRE addendum * Review agreements including purchase and sale agreements, lease agreements, etc. * Shephard credit quest underwriting through various levels of recommendation and approval * May review loan documents prior to signing, as needed * May assist in obtaining insurance information, as needed * Primary role in closing signing meetings (internal and external) * May assist in coordinating booking documents, as necessary * Coordinates collection of financials and required tickler items from borrowers * Performs and/or assigns site visits for completion * Coordinate covenant testing and tickler follow up * May perform covenant tests on the most complex credits, as necessary * Review and/or draft waivers or forbearance requests and letters prior to issuance * Draft watch list credit comments for presentation * Draft Problem Loan Reports and handles adverse rated credits remaining on line * Assists with post-closing work (tickler setup, merging credit quest records), as necessary. QUALIFICATIONS: * Bachelor's Degree in Business related field or equivalent education preferred * Ability to read and interpret a variety of financial statements required * Ability to spread financial statements using Credit Quest * Minimum of 7 years' experience in commercial credit underwriting or related experience * Strong written and oral communication skills, attention to detail, spelling, grammatical and proofreading abilities * Proficiency with Microsoft office products (Excel, Word, Outlook) * Must possess a positive attitude, good judgment, and the ability to accept responsibility and handle confidential information * Ability to meet deadlines and work under pressure * Willingness to assume additional responsibilities/duties/projects as they arise MENTAL AND PHYSICAL CONSIDERATIONS: * Willing and able to travel occasionally as needed. * Able to operate a Personal Computer and view information on a monitor for extended periods. * Must be able to sit for many hours each day. * Must be able to communicate via telephone and possess dexterity to include filing document, reaching and bending. * Ability to lift or carry up to 20 pounds * Ability to speak English and express ideas and have difficult conversation in person and over the telephone * Ability to listen and comprehend speech. * Ability to problem solve, make decisions, interpret data and information, read, write and organize information in an orderly manner. WORK ENVIRONMENT: * Normal business office environment. * Ability to sit in artificial light for extended periods of time This Position Description may not be limited to the Functions and Requirements as outlined, now or in the future. For example, changes in corporate needs, position demands, or individual performance may result in changes to the Functions or Requirements of this position. Area: Underwriting (Sales)
    $56k-69k yearly est. 60d+ ago
  • Regional Branch Network Executive - Alaska/Western Washington

    Wells Fargo Bank 4.6company rating

    Bellevue, WA Job

    About this role: Consumer, Small & Business Banking is actively seeking a Branch Banking Regional Executive for the Alaska/Western Washington Region. This executive management role will provide leadership for a dynamic Retail business, with approximately $14B in deposits, $10B in investment balances, $18B in lending balances, 118 branches and over 850 employees. The successful candidate must have proven experience leading Senior executives and teams to provide exceptional customer service to retain, grow and deepen relationships in all retail customer segments. The Branch Banking Regional Executive will be responsible for providing strategic business leadership and guidance with respect to profit and revenue plans within the overall region and each market. This leader will also have demonstrated the ability to balance risk with growth, successful management of a P&L with responsibility for balance sheet growth, revenue growth, productivity and efficiency. Other key responsibilities include the budgeting process and asset management for the region and providing a leadership role in representing Wells Fargo in the communities and markets served with various leaders and elected officials. The candidate will also ensure that all elements of risk management and compliance accountability are followed. Responsibilities include: Manage all aspects of the consumer, small business, and affluent businesses within the region with the focus on delivering service, advice, and guidance to improve the financial lives of our customers Lead the region in the execution of our business strategies that enable our customer experience and growth priorities Develop partnerships and influence key stakeholders to execute Branch Banking strategies and activities that lead to growth in consumer, affluent, and small business banking segments Promote a culture that fosters inclusion, engagement and motivates teams to achieve business outcomes Develop and execute talent and workforce strategies in alignment with evolving customer expectations and needs Implement and maintain risk and security controls, and adhere to compliance accountability within the framework of Wells Fargo standards, policies, and procedures Represent Wells Fargo and Branch Banking in all aspects of federal, state, and community leadership and development within markets Partner with leaders across lines of businesses on market activation plans leveraging a One Wells Fargo approach This executive will also work closely with business lines and support leadership across the enterprise in the execution of this strategy. Accordingly, critical success factors include the ability to manage effectively in a matrix organization, develop partnerships with many business and functional areas, provide insight into the economic climate and related market developments, and identify trends which may present opportunities or reflect gaps in the group's approach to leading customer and employee experiences. The Candidate This candidate must be an exceptional leader in terms of character, competency and commitment. The leader must have a track record of having established or grown a business in a responsible way. The leader is able to translate a strategy into execution, attract and retain the talent required, build an engaged organization, grow customer satisfaction and be able to work effectively across many functions, groups and lines of defense. Required Qualifications: 8+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 4+ years management experience Desired Qualifications: Proven experience in driving and managing new build/expansion markets, preferably in a fast-paced, high-growth environment Excellent leadership and team management skills, with the ability to motivate and inspire a team to achieve goals Strong analytical and strategic thinking skills, with the ability to translate data and insights into actionable growth strategies Strong problem-solving skills and ability to make data-driven decisions Results-oriented mindset with a track record of achieving and exceeding growth expectations Experience managing geographically disbursed business units with multiple locations Strong knowledge and understanding of retail or business products and strategies Experience effectively leading senior level managers Strong strategic perspective with proven success delivering high performing service, business growth and financial results Excellent verbal, written, and interpersonal communication skills Experience working effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important Strong change leadership skills with the ability to execute with urgency Experience developing strong relationships with employees at all levels of the organization Extensive knowledge and understanding of financial services industry Leadership experience in building high performing, engaged teams Experience developing partnerships and collaborating with other business and functional areas Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $207,900.00 - $431,900.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 20 Feb 2025 * Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $91k-118k yearly est. 39d ago
  • Merrill Market Supervision Manager

    Bank of America 4.7company rating

    Washington Job

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Market Supervision Manager (MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) supports the Firm's business objectives and contributes to the Market's profitability by influencing Financial Advisors (FA) business practices in ways that minimize regulatory and financial risk as well as uphold the Firms' reputation. Additionally, they ensure Financial Advisors are properly licensed; respond to regulatory inquiries, and resolve client concerns or complaints. The MSM supports the Firm's business objectives and contributes to the Market's profitability by influencing Financial Advisors (FA) business practices in ways that minimize regulatory and financial risk as well as uphold the Firms' reputation. Ultimately, the MSM protects the Firm, grows the business, and serves the client by proactively managing and mitigating risk. What you'll accomplish Manage delegated compliance, administrative and business functions related to the Merrill Wealth Management Market Executive's overall managerial responsibilities for parent and associate offices This individual functions independently, or with minimal guidance, but must keep the Market Executive informed on significant matters and must determine when the Market Executive should be directly involved Monitor advisor and client activity including financial transactions to ensure compliance with firm and regulatory requirements and minimize risk Coach advisors in supporting the company strategy and continuing to grow their businesses. Key Qualifications for the role: Candidates are required to currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses Series 3, 31 licenses, if warranted Minimum 5+ years professional experience required Proven ability to manage risk, make sound decisions by having a deep understanding of industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services products Ability to speak in terms of client needs and concerns, and coach Financial Advisors on aligning solutions to goals in a suitable and controlled way A deep appreciation and understanding of our client centric strategy Strong interpersonal skills to provide coaching to Financial Advisors to mitigate risk through segmentation, disciplined investment practices, and documentation Strong analytical skills with ability to identify trends, root cause and effects, and implement improved processes to mitigate risk Demonstrated strong and effective leadership style through clear communication and collaboration with others, making sound decisions with courage and conviction Strong time management and organization skills with the ability to prioritize appropriately Prefer Market Supervision Manager experience, or completion of Merrill's Office Management Team Associate Development Program Desired Qualifications: Bachelor's degree or equivalent work experience The Market Supervision Manager is a direct report to the Division Supervision Executive (DSE), with a matrix reporting line to the Market Executive (ME). These managers are client centric leaders in the organization. They are key partners with clients and Financial Advisors in risk management to ensure risk is appropriately managed. The Market Supervision Manager is an integral member of the Office Management Team (OMT), and is responsible for a variety of supervision, compliance, and risk management functions. Many of these functions are focused on managing risk in client outcomes, partnering with the Director, and coaching the Financial Advisor. The functions are related to the Market Executives overall responsibilities for the branch offices within the Market and are delegated to the Market Supervision Manager. In addition to their primary functions, the Market Supervision Manager will partner with and backup the Client Relationship Manager. The MSM operates with minimal guidance, monitors adherence to policies, acts as the independent voice on risk, supports the company's business objectives, and contributes to branch office profitability by influencing FA business practices in ways that minimize regulatory, financial, and reputational risks. In addition, the Market Supervision Manager partners with the Division Supervision Executive on many supervisory functions. Collectively, the branch and central supervision teams are responsible for ensuring robust supervision is conducted and ensuring solutions around client needs and concerns are managed in alignment with client goals. Please be advised that under current company policy, Merrill Wealth Management does not sponsor a visa petition or other work authorization for this position. Shift: 1st shift (United States of America) Hours Per Week: 40
    $65k-97k yearly est. 60d+ ago
  • Reverse Mortgage Analyst

    Guild Mortgage 4.3company rating

    Bellevue, WA Job

    Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Reverse Mortgage Analyst plays an important role in the region by performing a number of activities related to the company's Reverse functions. The role, under intermittent direction, is responsible for contributing to the pricing, modeling and secondary market strategies within the Reverse Mortgage Division. Responsibilities include tracking market activities, identifying relative value opportunities and portfolio risks, assist in creating pricing and trade recommendations, portfolio analysis, overseeing pricing updates, locks and trade requests. This role is expected to have the ability to leverage market information, opinions and strategies within the reverse mortgage industry. Essential Functions Develop and evaluate relative value trading strategies. Use existing and custom tools to evaluate the risk profile of the portfolio and recommend and implement hedging strategies. Use internal valuation and risk models along with external systems to assist with analysis. Analyze data to support balance sheet management effort. Drive the process of model and technology improvement across various analytical and database tools. Create, manage and summarize loan trade analysis and pricing updates. Engage with both internal and external business partners to develop, maintain and enhance relationships. Act as a subject matter expert and represent the group in that capacity to management and various other groups within the organization. Participate in team discussions and represent Reverse Mortgage in internal discussions with key stakeholders. Effectively communicate information to management by assembling and summarizing data and preparing reports. Deliver presentations to management that reflect findings, analyses and recommendations. Maximize loan portfolio performance in line with the company's business objectives. Develop models used to support research activities, analysis of underwriting guidelines and mortgage pricing recommendations. Responsible for conducting studies that evaluate data on economic conditions; identify and evaluate economic trends and their impact on the market. Perform ad hoc analysis as required. Qualifications Bachelor's degree in business, Finance, Statistics, Accounting, Economics, or related field. Experience in the mortgage industry experience preferred. Highly Proficient in Project Management, Problem Solving, Creativity, Attention to Detail and Analytical Skills. Proficient with Microsoft Suite, with a strong emphasis on Excel VBA Proficiency in R, AutoCAD, Java, Simio preferred but not required. Ability to adapt to a growing and dynamic environment. Excellent verbal and written communication, listening and organizational skills Effective time management skills including the ability to prioritize and multi-task. Ability to work independently with the self-motivation to accomplish goals. Team oriented with ability to work in diverse groups. Ability to manage communication with multiple stakeholders. Strong attention to detail. Ability to research issues and identify solutions to complex problems. Supervision/Authority Level/Project Management Direct: 0 Indirect: 0 Travel: 0-10% Requirements Physical: Work is primarily sedentary; mobility in an office setting. Manual Dexterity: Frequent use of computer keyboard and mouse. Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media. Environmental: Office environment - no substantial exposure to adverse environmental conditions. Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match. Guild Mortgage Company is an Equal Opportunity Employer. Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant's geographical location.
    $26k-33k yearly est. 60d+ ago
  • Loan Control Specialist I, Consolidated Loan Operations (Federal Way, WA)

    Homestreet, Inc. 4.9company rating

    Homestreet, Inc. Job In Federal Way, WA

    Salary Range: $20.14 - $28.17 (Depending on knowledge, skills, abilities and location. Certain level jobs may be eligible for bonus, commission, and/or equity awards.) This job will be open and accepting applications for a minimum of three days from the date it was posted. Benefits* worth writing home about: * Medical, dental, and vision coverage for employees and their families * Life, disability and family Leave * 401(k) and Roth 401(k) with employer match * Wellness program, employee assistance program, "Commute Trip Reduction" (CTR) and various employee discounts * Generous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service work * Free employee checking account and employee home loan discounts * For eligible employees averaging 20 or more hours per week. EO/AA Employer including Vets and Disabled. Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy. California applicants may click this link Fair Chance Ordinance for Los Angeles County to see additional information. Job Description Summary: The Loan Control Specialist I is an entry level position responsible for handling a variety of functions and tasks regarding consumer and mortgage loans. Functions performed may include, but are not limited to, document requests, reconveyance processing, manual loan boarding, research and response to correspondence and email requests, HELOC's, loan modifications, service release, reamortizations, SCRA, adjustable rate mortgages, billing statement inquiries and loan audits. This position will respond to calls and inquiries (written and email) and provide coverage to other departments as needed. In all interactions the Specialist must provide accurate and timely information with excellent customer service for both internal and external customers, adhering to procedures and applicable regulations and requirements. They are responsible for providing an outstanding customer service experience for loan customers, third party requestors and internal HomeStreet staff. Job Details: PRIMARY FUNCTIONS: * Follow established procedures in authenticating customers and ensure customer confidentiality. * Effective Communication - Written and Verbal: * Answer telephone inquiries, correspondence, tasks and emails in a professional and friendly manner and ensure that issues are resolved both promptly and thoroughly. * Provide excellent customer service to internal and external customers and business partners to ensure timely resolution and thorough responses to issues. * Must demonstrate excellent customer service skills to include patience, tact, empathy and problem-solving skills when dealing with customers and internal requestors. * Daily Production - Accuracy and Timeliness in processing and meeting/exceeding deadlines: * Ensure all transactions are processed in accordance with Bank, investor and regulatory guidelines. * Work closely with internal and external customers for the timely and accurate updating of loan and borrower information. * Perform a variety of processing which may include document requests, reconveyances/title releases, HELOC's, loan boarding, reamortizations, SCRA, service release, modifications, loan audits and miscellaneous loan research, ensuring work is processed on time and accurately. * Maintain and document a clear audit trail on all transactions. * Adhere to department procedures and participate in maintaining procedures to current processing guidelines. * Meet or exceed all processing deadlines and timeframes and work with a sense of urgency to complete tasks. * Problem Solving - Resourcefulness, Ownership and Responsibility: * Perform research on accounts as needed, contacting internal or external business partners to obtain information/documentation to assist with research and resolution of Loan Servicing issues. * Resolve escalated issues or escalate to the appropriate resource as needed following department procedures and protocol. * Assist with audit documentation or department requests as needed. * Respond to and provide information to customers (internal and external) on a wide variety of loan servicing topics to include, but not limited to, reconveyances/title releases, reamortizations, adjustable rate mortgages, billing statements, HELOC's, loan boarding, service release, modifications, audits and research on related loan servicing issues. * Update the loan servicing system with accurate and thorough processing notes when applicable. * Maintain a balance between company policy and customer benefit in decision making. Handles issues in the best interest of both customer and HomeStreet Bank, offering options and alternatives to best fit the situation. * Resolve basic customer issues and escalate cases when appropriate. * Promptly prepare and image documents and miscellaneous items. * Teamwork: * Participate in department projects to include procedures, cross training, testing and other duties as assigned. * Work within team and department to adapt to changes within the workflow and industry. * Provide coverage to other areas as needed. * May participate in projects as assigned by the supervisor. * Work in a positive environment with internal Loan Servicing and HomeStreet partners. * Willing to assume other duties/projects as assigned. * Cross train in other areas of the department and Loan Servicing. QUALIFICATIONS: * A minimum of one year Loan Servicing experience preferred. * High School degree required. * Proficient in Microsoft Word, Outlook and Excel. * Demonstrated data entry skills of 40-50 WPM. * Black Knight Financial Services MSP Servicing system experience preferred. * Mortgage and consumer loan experience preferred. * Excellent customer service skills; May have occasion to meet with customers on modification requests or to resolve servicing related issues. * High accuracy level in completing responsibilities with strong attention to detail, documentation, problem solving, and strong organizational skills. * Ability to communicate clearly and professionally, both verbally and in writing. * Ability to adhere to strict servicing guidelines and follow compliance, investor and regulatory requirements. * Ability to research and resolve loan issues and recommend solutions. * Bi-lingual proficiency (Spanish) preferred. * Demonstrated passion for excellence with respect to treating and caring for customers. Maintain a pleasant, patient and friendly attitude. * Willingness to work a flexible schedule and occasional overtime when needed. * Regular and punctual attendance. * Be a self-starter; possess a strong work ethic and team player mentality. * Strong ability, desire and enjoyment in working with other employees and customers in a cooperative and friendly spirit. * Able to learn quickly and work within deadlines. Ability to multi-task and prioritize work load. * Possess good judgment, ability to accept responsibility and handle confidential information. * Ability to accept and facilitate change, whether indicated by corporate needs, market or regulatory requirements. * Willingness to assume additional duties/projects as they arise. PHYSICAL CONSIDERATIONS: Good vision and hearing (corrected if necessary), able to sit for long hours, manual dexterity to include but not limited to, filing, reaching, and bending. Ability to lift 25 pounds. WORK ENVIRONMENT: Hours: 8:00 a.m. to 5:00 p.m. Ability to work overtime as needed. This Position Description may not be limited to the Functions and Requirements as outlined, now or in the future. For example, changes in corporate needs, position demands, or individual performance may result in changes to the Functions or Requirements of this position. Area: Loan Servicing (Corporate)
    $20.1-28.2 hourly 1d ago
  • Portfolio Manager III

    Bank of America 4.7company rating

    Seattle, WA Job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Summary: Works with complex High Net Worth Investors to create customized investment strategies. Responsible for understanding strategic investment objectives, spending policy needs and unique client/prospect goals to provide guidance and develop, implement and manage investments. Portfolio Managers (PMs) can manage customized client portfolios on a fully discretionary basis and where applicable provides advisory services and single mandate strategies. Manages individual securities (stocks, bonds, REITs, MLPs, etc.), SMAs, alternative investments, and Specialty Assets (i.e. Timber, Farm, Oil and Gas), in addition to monitoring the portfolios and rebalancing to ensure alignment of asset allocation with client's investment objectives and risk tolerances. Usually manages the firm's the most complex and sophisticated relationships. Job Description: The Portfolio Manager is the investment quarterback of the client relationship and is responsible for evaluating, designing and overseeing all aspects of the portfolio construction including manager selection. Oversee completion of investment policy statement. Act as a technical/industry expert in managing complex individual and family client relationships for clients who desire a sophisticated investment program, including, manager selection, type of vehicle, including traditional, alternative, and derivative solutions. Support PC teams in effectively communicating to prospects our business culture, investment philosophy and range of investment and non-investment solutions that are relevant to the prospect and or existing clients. Develop and recommend strategies to achieve the investment goals of clients. Meet with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, ensuring current allocations are appropriate. Conduct all aspects involved with managing portfolios, including executing all trades, maintaining investment action plans, monitoring and addressing overdrafts, conducting Reg. 9 investment reviews, and documenting account activities and client interaction. Support revenue growth of the market by meeting individual investment management, credit and deposit goals. May be responsible for developing and marketing specialized asset allocation products and services. Supervising, mentoring and coaching more junior staff. Required Qualifications: A minimum of 10-15 years of investment decision making and financial consulting experience working with high net worth clients and ultra-high net worth clients. This individual will have held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field. Knowledge of fiduciary and financial products and services required through extensive related work experience. Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients. Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school. Skills and experience in negotiating, delegating, leadership, superior client service and relationship management skills required. Desired Qualifications: Undergraduate degree in Finance, Accounting, Economics or equivalent financial services/business experience preferred as well as hold appropriate credentials such as CPA, CFP and or CFA designation. A graduate degree such as MBA or JD preferred The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience Skills: Advisory Client Investments Management Customer and Client Focus Investment Management Presentation Skills Active Listening Analytical Thinking Attention to Detail Client Experience Branding Valuation Ethics and Practice Standards Collaboration Critical Thinking Data Quality Management Trading Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - WA - Seattle - 401 Union St - Rainier Square (WA1510) Pay and benefits information Pay range$135,600.00 - $275,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $79k-125k yearly est. 60d+ ago
  • Relationship Support Specialist III, Commercial Banking (Hybrid - Downtown Seattle, WA)

    Homestreet Bank 4.9company rating

    Homestreet Bank Job In Seattle, WA

    Salary Range: $85,400.00 - $140,900.00 (Depending on knowledge, skills, abilities and location. Certain level jobs may be eligible for bonus, commission, and/or equity awards.) This job will be open and accepting applications for a minimum of three days from the date it was posted. Benefits* worth writing home about: Medical, dental, and vision coverage for employees and their families Life, disability and family Leave 401(k) and Roth 401(k) with employer match Wellness program, employee assistance program, “Commute Trip Reduction” (CTR) and various employee discounts Generous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service work Free employee checking account and employee home loan discounts *For eligible employees averaging 20 or more hours per week. EO/AA Employer including Vets and Disabled. Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our . California applicants may click this link Fair Chance Ordinance for Los Angeles County to see additional information. Job Description Summary: This position is responsible for providing the highest level of support and guidance to the Commercial Banking Department and management by acting as liaison between the Relationship Managers, Portfolio Management, Loan Operations, clients/prospects of the bank, and 3rd party insurance companies. This position may focus on real estate transactions and/or the collection and verification of proper insurance coverage associated with the collateral for new and existing loans across the commercial banking portfolio. The duties and responsibilities of this position include obtaining and analyzing reports, interacting with clients and 3rd party insurance companies to obtain information, oversight in completion of necessary items for loan documentation, providing support and training to other team members and monitoring of data while maintaining compliance with Bank policies and procedures. Job Details: PRIMARY FUNCTIONS: This position may focus primarily on transactions where the predominant collateral is real estate or the collection and proper verification of insurance requirements associated with the collateral for all new and existing loans in the commercial banking portfolio. Take the lead in partnering with Commercial Banking Management and staff, other internal departments, vendors and customers to ensure optimal customer service to Commercial Banking borrowers and prospects. Order 3rd party reports, as necessary (third party reports to include credit reports, background checks, preliminary title, environmental, appraisals, collateral exams, UCC searches and flood determination/notification). This position may focus on transactions requiring more advanced knowledge of layering of entities and ownership. This position may focus on title reports, elimination of exceptions, and escrow closings. Review agreements such as purchase and sale agreements, leases for compliance with loan requirements. May provide recommendations for changes. Review real estate loan doc boarding worksheets from documentation specialists for completeness and accuracy prior to submission. Ensure all documents required for documentation are in hand prior to requesting loan documents; to include entity documentation, compliance documentation, insurance etc. Review loan documentation prior to signing for accuracy and compliance with credit approval May coordinate execution of documentation and delivery of documents for boarding Administer collection of financials and required tickler items from borrowers. Provide training and support to relationship support specialist team. Audit new and renewed credit facility covenants, ensuring that credit approval, loan documents and covenant tracking system align. Additionally, monitor closed loans, and inactivating covenants as appropriate QUALIFICATIONS: Minimum of 9 years' experience in commercial lending, loan operations and servicing, commercial property and casualty insurance or related experience Expert knowledge of commercial loan documentation including commercial real estate Expert knowledge of title policies, clearing exceptions and escrow requirements Expert knowledge of commercial loan concepts and advanced working knowledge of lending principles required Advanced knowledge of banking procedures and policies High school graduate or equivalent required Strong written and oral communication skills, attention to detail, spelling, grammatical and proofreading abilities Proficiency with Microsoft office products (Excel, Word, Outlook) Proficient with keyboarding, alpha and numeric Must possess a positive attitude, good judgment, and the ability to accept responsibility and handle confidential information Ability to meet deadlines and work under pressure Must be detail oriented and have the ability to prioritize tasks consistently throughout each day Ability to work as part of a team as well as independently and with people of diverse backgrounds Possess strong multitasking capabilities, as well as the ability to troubleshoot and resolve problems quickly and accurately Skill in composing and producing professional correspondence Commitment to providing excellent customer service Able to work overtime when needed and maintain regular and punctual attendance Willingness to assume additional responsibilities/duties/projects as they arise PREFERRED QUALIFICATIONS Strong understanding of lender insurance requirements for all commercial banking loan collateral types and expert knowledge in reviewing Evidence of Insurance Accords. Experience in commercial property and casualty insurance. MENTAL AND PHYSICAL CONSIDERATIONS: Willing and able to travel occasionally as needed. Able to operate a Personal Computer and view information on a monitor for extended periods. Must be able to sit for many hours each day. Must be able to communicate via telephone and possess dexterity to include filing documents, reaching and bending. Ability to lift or carry up to 20 pounds. Ability to speak English and express ideas and have difficult conversations in person and over the telephone. Ability to listen and comprehend speech. Ability to problem solve, make decisions, interpret data and information, read, write and organize information in an orderly manner. WORK ENVIRONMENT: Normal business office environment with the potential for hybrid options as agreed upon with hiring manager. Ability to sit in artificial light for extended periods of time This Position Description may not be limited to the Functions and Requirements as outlined, now or in the future. For example, changes in corporate needs, position demands, or individual performance may result in changes to the Functions or Requirements of this position. Area: Commercial (Sales)
    $36k-47k yearly est. 15d ago

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